Investment Q&A

Q: Hello,

I have a question in two parts. I know it's hard (if not impossible) to predict where the price of oil (and as a result our dollar) is going in the short term. Having said that it seems that oil has been stabilized some what and a drop to 30$ (for any long time) in not likely. With that in mind:
1. Is it still worth it exchanging C$ to $US at current prices to buy US equities? and if yes which ones for a 2+ years hold on a non registered account.

2. Some energy stocks doubled since lows in December. Are there any that you would pick today (that even if oils goes down for a couple of months) will not go broke and have the best chance to multiply.

Thank you
M

Q: We have a bond that matured and want to invest in another bond in the RIF which is mostly fixed income. Have XCB and 8 or 9 individual bonds in that account. In the context of which one of these is the safest (most likely to be around to pay the principal back at the end of the term), which one would you pick.
Precision Drilling 15-mar-2019 6%
Sirius XM 23-apr-2021 5.4%
Great Canadian Gaming 25-jul-2022 5.65%
Crombie REIT 30-sep-19 4.3%YTM

Q: With their recent results in mind would you consider this a good entry point?do you see much potential for growth?

Q: Hi 5i Read an article in the paper today. Russ Guirling of TansCanada said that trp is looking at getting into the oil by rail business in some form or another. I was wondering if you think trp might be interested the rail portion of Canexus (cus) Thx Gerry

Q: Hi Peter and Team:
Do you still NFI is a good buy in the low $13.00 range?
It has dropped in price somewhat recently

Q: Hi Peter any new taughts on wesport ?? I just saw somewhere that they have some kind of venture (25%) whit one of the biggest auto part manufacture in China is this true ??

Q: Hi guys I fairly new at this and don t know too much but want to invest!!! i really like the information you guys provide . I currently own ATH.BDI,ENB,HCG,MG,STN,WCP,and looking to add 5 more any suggestions thanks!!! Mike .

Q: Hi Peter,

Can you give me your opinion on their latest results? The results appear lackluster considering pulp prices were strong for the qtr, oil prices were down, Cdn Dollar weak....my expectations were higher.

Would you consider this a long term hold or is it time to sell.

Thanks

Q: Hi Peter and Team,

I am in an MBA stock picking contest, which runs from Feb 2nd until the end of March. We are all given '100k' to 'invest' in US companies.

Are there any potential home runs (short or long) that you can think of (keeping in mind that it's just for fun)? Most players are trying to time the market with triple leverage funds, but I thought I'd check in to see if you have any other ideas that might be interesting.

Thanks for all you do. The XIT call options that I had previously asked about are now up over 200%, so thank you!

Mike

Q: Hi, I have been thinking of asset allocation over my registered and non registered portfolios as a whole. Presently I hold a mix of about 80 per cent stocks and 20 percent fixed income. When one advises allocation of an individual stock not to exceed say 10 per cent, or a sector such as financials not to exceed 30 per cent of a portfolio, is this 10 or 30 per cent of the stock holdings only or is it 10 or 30 per cent of the entire portfolio including fixed income and cash?

Q: Now that I have a Total Portfolio (TP) of all accounts or buckets, I wondering what else I can add to it for analysis/worthwhile information purposes. One will be yield to come up with the weighted yield for the TP. Now for the questions -
Would it be worthwhile to identify each equity holding as value or growth? If so, what would be the criteria for value, like high yield or/and "stable" company?
Would it be worthwhile to track the weighted beta for the TP as a measure of volatility?
Are there other measures that you might suggest, especially given the spread sheet is up and available. All these "measures" I would update every other quarter for so, eh?!
PS....the TP had a benefit... did show concentration in the finance sector. Again, thanks for the "education for practical works'........Tom

Q: Hi 5i Team!

I'm looking for some information on Cipher Pharma. Specifically these metrics:

1. Net Margin %, 2. Return on assets %, 3. financial leverage, 4. Return on equity %, 5. P/E multiple.

Also if you can give me any other thoughts and information on the stock that you may see as relevant.

Thank you, Shane

Q: Hi 5i
Down 50 to 75 % on these guys. They were less than 10% now around 6% of portfolio. I held on thinking they might recover more than any other place I could put the money. Your opinion please buy , sell, or hold.
I did just buy some Vermillion in the sector.
Tks Stan

Q: I hold a few preferreds of different types and from different companies and must admit that the recent price movements of perpetuals versus rate reset, floating etc. has been an eye opening experience. Some of your Q and A explanations have helped explain a lot. I have a question specific to Bombardier preferreds BBD.PR.C There is a lot of talk about the possibility of Bombardier having to raise money with either a share or debt issue to overcome the current cash crunch and respect debt covenants. If this were to happen, it would obviously be taken negatively by the market, but how would you expect the preferreds to react? Is it possible that shoring up their balance sheet would actually support and lift the price of the preferreds, or would you expect them to drop together with the common shares? Same question if they were to reduce or eliminate the common share dividend, how do you think the preferreds would react?

Q: Hello:
Is there a reason for Cipher's large price volatility over the last week? I get suspicious when this happens. Thank you
Jerry

Q: Seem to be making progress any thoughts ?

Q: Hello all. I am rebalancing on this fine wintery day! Yikes! It is a challenge. What sector would you add REITs too if not on their own and what %? Also Transport? Is Retail Consumer discretionary or staples? Is CCL to be added to Materials as in the TSX? Thank you and stay warm!

Q: Hello Peter and team, could you give me your best non-oil and gas picks for growth over the next 12-18 months.
Thank you Dave

Q: I bought 1,000 shares @ $13 in mid-2011 as a medium term income investment. There was a dividend increase in June, 2012, therefore it has not disappointed as an income play. However, I still have an unrealized capital loss of almost 50% because of its ongoing weak unit value. Time to sell and find a better prospect?

Q: Hello,which 3-4 Cdn pharma stocks do you think have the greatest chance of capital appreciation over the next 12-18 months?
Thanks
Dace